Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,716 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $21,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,761 | $101,591+2.1% | $147,096-29.5% | $74,429+39.4% |
| Participation rate | 95.2% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | 12.91% | 8746.45%-8733.5pp | 419.75%-406.8pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,148 | $3,813-69.9% | $4,936-76.7% | $2,625-56.2% |
| Participant deferral / active EE | $9,073 | $7,302+24.3% | $8,071+12.4% | $4,348+108.7% |
| Admin fee / account holder | $248 | $1,750-85.9% | $13,005-98.1% | $1,944-87.3% |